A quick tutorial on how to generate a document

  1. In order to generate a document, you firstly need to navigate to the 'Create' tab at the top of the page.

  2. Once you are in the 'Create' tab you will hopefully see a list of your documents. All you need to do is tick the checkbox on the left-hand side of the document that you wish to generate and press the 'Create document(s)' button near the top of the page.

  3. Once you have clicked 'Create document(s)' you should be taken to the questionnaire that has been built for that document. Simply fill in the questionnaire and click 'Done' at the bottom of it when you are finished to generate your document.

  4. Once the document has been generated in the system you are also able to download it as either a Docx or a PDF to save externally.

Did this answer your question?